cancel
Showing results for 
Search instead for 
Did you mean: 
e_sherman
Occasional Member - Level 1

Help with building transaction report

Is there a report in Concur I can run to get a list of transactions, by Expense Type, within a range of time and possibly set other parameters?  For instance, if I wanted to find any transactions which took place in 2023 that were: 

1) Were categorized in the "Software" Expense Type 

and

2) were over $500?

 

Thank you! 

3 REPLIES 3
Bibhuti
Occasional Member - Level 1

Hi , 

 

you can create any view copy from existing Reporting and use 2 filters I created for you:

 

[Expense].[Commonly Used Fields].[Expense Type] like '%Software%'
[Expense].[Entry Information].[Expense Amount (rpt)] > 500

joffyjob_krones
Occasional Member - Level 1

Hi @e_sherman

 

You can use the below Standard Report:

 

Intelligence - Standard Reports > Expense Processing > Expense Entry Analysis

KevinD
Community Manager
Community Manager

@e_sherman I'll echo the other two who have replied. You can use the Expense Entry Analysis and just choose Software in the Expense Type prompt. I don't recall if this report has a date prompt to choose a date range, but my guess is it does. 

 

You could also build your own report. I don't know your report building comfort level, but I can say this report would be quite straightforward to build.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.